Webinars

Join Regulatory Compliance Counsel Michael Christians for this jam-packed session outlining those actions that the "new" CFPB has already taken and those we can look forward to in 2022.

Spend this webinar with an ACH Auditor and hear what she looks for when performing the ACH Audit and ACH Risk Assessment.

While many users rely on VLOOKUP to return data from other locations in a worksheet, that’s not always the most efficient approach. In this comprehensive presentation, David reveals alternatives to VLOOKUP, including the HLOOKUP, INDEX and MATCH, XLOOKUP, SUMIF, SUMIFS, SUMPRODUCT, IFNA, FILTER functions and more.

When you attend this live presentation, you'll learn how to implement multiple techniques to create spreadsheets that are interactive, accurate, and user friendly.

What evidence do you have that your employees have a clear understanding of how their work aligns with your company goals and vision? Are they proud to be a member of your team, feel their skills and experience are fully utilized, and have everything they need to be successful in their role?

The presentation leads off with disaster recovery techniques, followed by using lookup functions such as VLOOKUP, MATCH/INDEX, and XLOOKUP. The presentation then moves on to using Power Query to automate report clean-up and analysis, and then finishes out with using Excel's Solver feature to identify two or more transaction amounts that add up to a specific total.

Great slideshows don't need to take a lot of time and effort! Learn some essential PowerPoint tips and tricks to help you effectively present any type of information to every type of audience with more ease.

Credit Unions provide great value to the American economy. But that value comes with risks. Strategic-minded institutions do not strive to eliminate risk or even to minimize it - they strive to manage risk at the enterprise-wide level. These enterprises seek to manage risk exposure so that, at any given time, they incur just enough of the right kind of risk—no more, no less - to effectively pursue their strategic goals. This is referred to as "Optimal Risk-Taking". This webinar will take you through the characteristics of strong Risk Assessments to ensure you address key areas of your institution.

Since the Gramm-Leach-Bliley Act was passed in November of 1999, financial institutions in the US have been required to build and manage an Information Security Program, based on a risk assessment, that ensures the safety of confidential customer information.